RIVER & MERCANTILE ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2024
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MA | 36K | $19.00M |
 | KVUE | 35K | $756.71K |
 | KHC | 35K | $1.06M |
 | VSCO | 34K | $1.42M |
 | PYPL | 34K | $2.89M |
 | OGN | 33K | $493.78K |
 | SPGI | 33K | $16.48M |
 | FI | 31K | $6.36M |
 | YUMC | 31K | $1.47M |
 | BBWI | 29K | $1.14M |
 | GMED | 29K | $2.36M |
 | AXTA | 29K | $976.43K |
 | WY | 28K | $798.13K |
 | DKNG | 28K | $1.05M |
 | GM | 28K | $1.48M |
 | ICE | 27K | $4.08M |
 | CRTO | 26K | $1.03M |
 | MRVL | 25K | $2.72M |
 | KLAC | 25K | $15.44M |
 | AA | 24K | $916.14K |
Mastercard Incorporated
MA
Shares Held
36K
Value
$19.00M
Kenvue Inc.
KVUE
Shares Held
35K
Value
$756.71K
The Kraft Heinz Company
KHC
Shares Held
35K
Value
$1.06M
Victoria's Secret & Co.
VSCO
Shares Held
34K
Value
$1.42M
PayPal Holdings, Inc.
PYPL
Shares Held
34K
Value
$2.89M
Organon & Co.
OGN
Shares Held
33K
Value
$493.78K
S&P Global Inc.
SPGI
Shares Held
33K
Value
$16.48M
Fiserv, Inc.
FI
Shares Held
31K
Value
$6.36M
Yum China Holdings, Inc.
YUMC
Shares Held
31K
Value
$1.47M
Bath & Body Works, Inc.
BBWI
Shares Held
29K
Value
$1.14M
Globus Medical, Inc.
GMED
Shares Held
29K
Value
$2.36M
Axalta Coating Systems Ltd.
AXTA
Shares Held
29K
Value
$976.43K
Weyerhaeuser Company
WY
Shares Held
28K
Value
$798.13K
DraftKings Inc.
DKNG
Shares Held
28K
Value
$1.05M
General Motors Company
GM
Shares Held
28K
Value
$1.48M
Intercontinental Exchange, Inc.
ICE
Shares Held
27K
Value
$4.08M
Criteo S.A.
CRTO
Shares Held
26K
Value
$1.03M
Marvell Technology, Inc.
MRVL
Shares Held
25K
Value
$2.72M
KLA Corporation
KLAC
Shares Held
25K
Value
$15.44M
Alcoa Corporation
AA
Shares Held
24K
Value
$916.14K